Deep dive on Sea Limited
Liked this! Gives me more conviction to buy
Appreciate that.
Alright today l'll be introducing my subscribers to a,P.r.o.f.i.t.a.b.I.e & Life~changing l.n.v.e.s.t.m.e.n.t tips and Insights.Chat my 𝘁𝗲𝗹𝗲𝗴𝗿𝗮𝗺 👇🏻
@Punchinsights
I ran businesses in SEA, especially on Lazada & Shopee and I have to say:
This is pure masterpiece.
Too kind - thank you! Would love to connect actually and chat more about your experience as a Shopee/Lazada merchant - do you have an email?
do you think Shopee is better?
Great work!
May i know the formula in deriving the valuation? (just simply use NTM EBITDA multiples * Adj EBITDA?)
Hey Kenneth, yep it's just revenue multiple x NTM revenue since Shopee is valued on revenue mults given lack of profitability
Liked this! Gives me more conviction to buy
Appreciate that.
Alright today l'll be introducing my subscribers to a,P.r.o.f.i.t.a.b.I.e & Life~changing l.n.v.e.s.t.m.e.n.t tips and Insights.Chat my 𝘁𝗲𝗹𝗲𝗴𝗿𝗮𝗺 👇🏻
@Punchinsights
I ran businesses in SEA, especially on Lazada & Shopee and I have to say:
This is pure masterpiece.
Too kind - thank you! Would love to connect actually and chat more about your experience as a Shopee/Lazada merchant - do you have an email?
Appreciate that.
Alright today l'll be introducing my subscribers to a,P.r.o.f.i.t.a.b.I.e & Life~changing l.n.v.e.s.t.m.e.n.t tips and Insights.Chat my 𝘁𝗲𝗹𝗲𝗴𝗿𝗮𝗺 👇🏻
@Punchinsights
do you think Shopee is better?
Great work!
Appreciate that.
Alright today l'll be introducing my subscribers to a,P.r.o.f.i.t.a.b.I.e & Life~changing l.n.v.e.s.t.m.e.n.t tips and Insights.Chat my 𝘁𝗲𝗹𝗲𝗴𝗿𝗮𝗺 👇🏻
@Punchinsights
May i know the formula in deriving the valuation? (just simply use NTM EBITDA multiples * Adj EBITDA?)
Hey Kenneth, yep it's just revenue multiple x NTM revenue since Shopee is valued on revenue mults given lack of profitability